← All themes Data Centers & Digital Infrastructure

Interconnect & Colocation

Colocation and interconnect providers rent space, power, and direct network connections to tenants who do not want to build their own facilities. Their value comes from the density of networks meeting in one building.

19 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	TCM Tensile Capital Management Larkspur, California	$22.6M	-$5.81M	1	5.5%	Reduced
202	Partners Capital Investment Group Boston, Massachusetts	$22.6M	-$199K	1	6.31%	Reduced
203	BREA Barings Real Estate Advisers Hartford, Connecticut	$22.5M	-$150K	2	7.42%	Reduced
204	SM Selkirk Management Chatham, New Jersey	$22.3M	$0	1	13.45%	Maintained
205	Emerald Advisers Leola, Pennsylvania	$22.3M	+$16.5M	2	1.07%	Increased
206	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$22.3M	-$14.7M	1	0.36%	Reduced
207	AIG American International Group New York	$21.7M	+$4.83M	4	0.09%	Increased
208	AWCI Alpine Woods Capital Investors Purchase, New York	$21.5M	+$540K	2	1.29%	Increased
209	Fenimore Asset Management Cobleskill, New York	$21.3M	-$119K	1	1.05%	Reduced
210	APG Asset Management Amsterdam, Netherlands	$21.1M	+$4.69M	3	0.04%	Increased
211	Aperio Group Sausalito, California	$20.9M	+$2.98M	5	0.16%	Increased
212	DL Delta Lloyd Amsterdam, Netherlands	$20.7M	+$2.28M	3	0.7%	Increased
213	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$20.7M	+$17.4M	1	1.16%	Increased
214	Eagle Asset Management St Petersburg, Florida	$20.7M	-$7.39M	2	0.14%	Reduced
215	Aberdeen Asset Management Aberdeen, United Kingdom	$20.6M	+$1.64M	3	0.08%	Increased
216	Fred Alger Management New York	$20.5M	+$1.01M	2	0.11%	Increased
217	QS Investors New York	$20.2M	-$5.65M	3	0.17%	Reduced
218	AP Archon Partners Princeton Junction, New Jersey	$20.2M	$0	1	5.5%	Maintained
219	Suntrust Banks Atlanta, Georgia	$20M	+$16.1M	3	0.12%	Increased
220	BPIM Brant Point Investment Management New York	$19.9M	+$6.13M	3	1.87%	Increased
221	DIA Denver Investment Advisors Denver, Colorado	$19.7M	-$509K	1	0.89%	Reduced
222	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$19.7M	+$1.36M	3	0.26%	Increased
223	Bank of Nova Scotia Toronto, Ontario, Canada	$19.6M	+$17M	4	0.12%	Increased
224	ProShare Advisors Bethesda, Maryland	$19.6M	-$327K	3	0.25%	Reduced
225	Davis Selected Advisers Tucson, Arizona	$19.1M	-$11.9M	1	0.08%	Reduced